Creative Planning’s Atlas Corp. ATCO Stock Holding History

Creative Planning’s Portfolio ATCO Stock Details ATCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-19,288	Closed	-$263K	–	2695
2021 Q1	$263K	Buy	+19,288	New	+$247K	﹤0.01%	1878
2017 Q3	–	Sell	-6,667	Closed	-$48K	–	3962
2017 Q2	$48K	Sell	6,667 -1,933	-22%	-$12K	﹤0.01%	2547
2017 Q1	$60K	Buy	8,600 +4,056	+89%	+$33.5K	﹤0.01%	2350
2016 Q4	$42K	Buy	4,544 +44	+1%	+$466	﹤0.01%	2537
2016 Q3	$60K	Buy	4,500 +35	+0.8%	+$505	﹤0.01%	2221
2016 Q2	$62K	Sell	4,465 -1,070	-19%	-$17.2K	﹤0.01%	1995
2016 Q1	$102K	Sell	5,535 -286	-5%	-$4.78K	﹤0.01%	1626
2015 Q4	$92K	Sell	5,821 -1,471	-20%	-$23K	﹤0.01%	1686
2015 Q3	$112K	Buy	+7,292	New	+$128K	﹤0.01%	1533
2015 Q2	–	Sell	-7,243	Closed	-$132K	–	3254
2015 Q1	$132K	Buy	7,243 +3,023	+72%	+$55.3K	﹤0.01%	1423
2014 Q4	$76K	Buy	4,220 +1,929	+84%	+$37.8K	﹤0.01%	1713
2014 Q3	$49K	Buy	2,291 +118	+5%	+$2.71K	﹤0.01%	1946
2014 Q2	$51K	Sell	2,173 -182	-8%	-$4.08K	﹤0.01%	1878
2014 Q1	$52K	Sell	2,355 -983	-29%	-$22K	﹤0.01%	1782
2013 Q4	$77K	Buy	3,338 +166	+5%	+$3.71K	﹤0.01%	1346
2013 Q3	$78K	Buy	3,172 +816	+35%	+$17.7K	﹤0.01%	1273
2013 Q2	$49K	Buy	+2,356	New	+$51.6K	﹤0.01%	1396

Other funds holding ATCO

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's ATCO Position: Q2 2021 in Review

Creative Planning sold out of Atlas Corp. (ATCO) in Q2 2021, closing a stake of 19,288 shares — an estimated $263K sold.

Creative Planning first reported a position in ATCO in Q2 2013 and held it in 17 quarters. The position peaked at $263K in Q1 2021. 149 funds tracked by Wall St. Rank hold ATCO as of Q2 2021.

Creative Planning reported no remaining Atlas Corp. position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 19,288 Atlas Corp. shares in Q2 2021, an estimated $263K.
Creative Planning first reported a position in Atlas Corp. in Q2 2013 and held it in 17 quarters.
Creative Planning's Atlas Corp. position peaked at $263K in Q1 2021.
149 funds tracked by Wall St. Rank held Atlas Corp. as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.